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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 1,074 increasing their positions, 902 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2126
KFG Wealth Management
Indiana
$298K
BL
2127
BCWM LLC
Kansas
$297K
PFM
2128
Potomac Fund Management
Florida
$296K
CRI
2129
Commonwealth Retirement Investments
Virginia
$294K
AWM
2130
Affinity Wealth Management
Delaware
$294K
PWM
2131
Praetorian Wealth Management
California
$293K
CIC
2132
Chilton Investment Company
Connecticut
$293K
WWG
2133
West Wealth Group
California
$290K
WFA
2134
WestHill Financial Advisors
California
$290K
PG
2135
Prostatis Group
Maryland
$290K
TFM
2136
Trademark Financial Management
Minnesota
$290K
LS
2137
Leelyn Smith
Illinois
$290K
DJSG
2138
D.J. St. Germain
Massachusetts
$290K
MS
2139
Madden Securities
Texas
$289K
HDIM
2140
Hanson & Doremus Investment Management
Vermont
$288K
EBA
2141
Eagle Bay Advisors
New York
$288K
FOR
2142
Family Office Research
Maryland
$287K
EFG
2143
Everhart Financial Group
Ohio
$286K
GRR
2144
Golden Reserve Retirement
Ohio
$286K
VPA
2145
Vernal Point Advisors
California
$285K
DWA
2146
Douglass Winthrop Advisors
New York
$285K
FRA
2147
Frank Rimerman Advisors
California
$284K
FAM
2148
Flaharty Asset Management
Florida
$282K
DWM
2149
Denver Wealth Management
Colorado
$282K
SOAMC
2150
Spirit of America Management Corp
New York
$281K